Cade Denazario Akers

About Cade Denazario Akers

From classroom teacher to wealth advisor to product manager. I came to fintech through financial planning, not engineering. I hold a CFP® designation, spent years advising clients, and now build AI-first products for the wealth management industry. That background means I understand what advisors and investors actually need — not just what\'s technically possible. I focus on the place where behavioral science, financial planning, and AI intersect. I work closely with researchers, psychologists, and engineers to build tools that reflect how people genuinely make financial decisions. I speak at industry conferences and contribute to conversations on behavioral finance and AI in advisory technology.

Experience

1. Senior Product Manager

   Orion

   Nov 2021 — Present · Seattle, WA, US

   I build and market AI-first products for the wealth management industry — spanning CRM, financial planning, and risk intelligence used across thousands of RIA firms. My work lives at the intersection of behavioral science and AI: I\'ve shipped a suite of behavioral finance tools co-developed with leading industry psychologists, and built AI-driven workflows that help advisors work faster and smarter. I also speak at national industry conferences a year on behavioral finance, financial planning, and AI in advisory technology.

Education

• Metropolitan State University of Denver

  Bachelor's Degree

• University of Massachusetts Amherst

  Master of Business Administration - MBA